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Wells Fargo
WFC

Overview Fund Activity

1,671 hedge funds and large institutions have $207B invested in Wells Fargo in 2014 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 645 increasing their positions, 731 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,671
Holders Change
+23
Holders Change %
+1.4%
% of All Funds
48.52%
Holding in Top 10
341
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.06%
% of All Funds
9.9%
New
74
Increased
645
Reduced
731
Closed
35
Calls
$1.25B
Puts
$1.78B
Net Calls
-$532M
Net Calls Change
-$222M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$288M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$223M
3
MA
Marshfield Associates
District of Columbia
+$144M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$108M
5
CS
Credit Suisse
Switzerland
+$102M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$2.08B
2
Capital World Investors
Capital World Investors
California
-$1B
3
Franklin Resources
Franklin Resources
California
-$672M
4
Wells Fargo
Wells Fargo
California
-$261M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
1351
Baker Ellis Asset Management
Washington
$595K +$25.9K +500 +5%
CL
1352
CPWM LLC
Washington
$594K +$26K +500 +5%
FBT
1353
First Bankers Trust
Kentucky
$589K +$61.8K +1,191 +12%
HB
1354
Homrich & Berg
Georgia
$588K -$2.22M -42,703 -79%
EAM
1355
Evanson Asset Management
California
$583K -$80.3K -1,548 -12%
OPTFSNA
1356
Old Point Trust & Financial Services N A
Virginia
$575K -$1.87K -36 -0.3%
IC
1357
InterOcean Capital
Illinois
$575K +$73.9K +1,425 +15%
CP
1358
Camelot Portfolios
Ohio
$572K +$52 +1 +0%
GD
1359
Grandfield & Dodd
New York
$570K +$7.32K +141 +1%
CRC
1360
Curi RMB Capital
Illinois
$569K +$21.4K +414 +4%
SAS
1361
Spectrum Advisory Services
Georgia
$565K – – –
JG
1362
Jefferies Group
New York
$552K -$141K -2,722 -20%
CK
1363
Carnick & Kubik
Colorado
$552K -$1.3K -25 -0.2%
HCM
1364
Hodges Capital Management
Texas
$552K +$11.1K +215 +2%
MA
1365
Marshwinds Advisory
Georgia
$552K +$178K +3,424 +47%
OCM
1366
Osterweis Capital Management
California
$547K +$41.5K +800 +8%
MA
1367
MCF Advisors
Kentucky
$539K +$3.24K +65 +0.6%
RIG
1368
Renaissance Investment Group
Massachusetts
$538K -$18.2K -350 -3%
BC
1369
Brinker Capital
Pennsylvania
$538K +$35.5K +683 +7%
SFG
1370
SNS Financial Group
Minnesota
$535K -$17.1K -330 -3%
BFIC
1371
Bedell Frazier Investment Counselling
California
$535K +$7.78K +150 +1%
FNBTCON
1372
First National Bank & Trust Co of Newtown
Pennsylvania
$534K -$4.3K -83 -0.8%
JCM
1373
Janney Capital Management
Pennsylvania
$529K -$4.26K -82 -0.8%
ACM
1374
Argyle Capital Management
Pennsylvania
$526K +$67.4K +1,300 +15%
RIM
1375
Regent Investment Management
Kentucky
$523K – – –
53 54
55
56 57